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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,672 | $93,589-1.0% | $135,942-31.8% | $75,181+23.3% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 21.96% | 30.90%-8.9pp | 68.28%-46.3pp | 160.69%-138.7pp |
| Employer contribution / active EE | $1,972 | $3,537-44.3% | $4,858-59.4% | $2,671-26.2% |
| Participant deferral / active EE | $5,599 | $6,405-12.6% | $7,759-27.8% | $4,126+35.7% |
| Admin fee / account holder | $1,836 | $6,977-73.7% | $10,764-82.9% | $5,650-67.5% |